Joshua LaPirow
Darlinghurst,NSW
Summary
A dedicated finance professional currently working for a buy-side multi-asset fund in the research department. Previously held roles across both asset consulting and wealth management. Passionate about learning and testing valuation methodologies, understanding complexities of market cycles, and how investor psychology impacts portfolio outcomes.
Overview
13
13
years of professional experience
Work History
Senior Investment Analyst
Morningstar Investment Management
01.2021 - Current
- Senior Analyst in the multi-asset team covering equities (Korea, Taiwan, Australian banks), currencies (AUD, JPY) and EM treasuries (Malaysia, Indonesia)
- Assisting with management of the Morningstar Diversified Alternatives Fund (“DAF”), including manager coverage/internal ratings, analysis of underlying exposures in the context of managing risk in the broader multi-asset funds, scenario/stress testing particularly with different iterations of the constituent managers
- Assist with management of a ~$1.5bn institutional mandate, namely within the domestic and global equity allocations.
Senior Investment Analyst
Willis Towers Watson
01.2017 - 01.2020
- Dual role covering traditional consulting, and manager research
- Within consulting – jointly responsible for the management and relationship of two liability-driven funds and two superannuation funds
- Specific tasks included: investment strategy, portfolio construction and to a small extent, asset-liability modelling
- Within manager research – coverage of Australian equity, and global multi-asset managers
- Successfully lead several new ratings of mangers and ratings changes across both asset classes.
Associate
Credit Suisse
01.2015 - 01.2016
- Various front office roles including trade execution across equity, bond, and currency markets, loan applications and cash management.
Associate
UBS
01.2011 - 01.2015
- Various front office roles focussed on implementing model portfolios, account administration and cash management.
Education
Bachelor of Commerce - Finance and Economics
Deakin University
2010
Completed Level 1 of The CFA Program
Proficient in Basic Applications of Python
RG 146 Qualified
Timeline
Senior Investment Analyst
Morningstar Investment Management
01.2021 - Current
Senior Investment Analyst
Willis Towers Watson
01.2017 - 01.2020
Associate
Credit Suisse
01.2015 - 01.2016
Associate
UBS
01.2011 - 01.2015
Bachelor of Commerce - Finance and Economics
Deakin University
Completed Level 1 of The CFA Program
Proficient in Basic Applications of Python
RG 146 Qualified
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